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The Premiere Planned Giving Conference of the Year!

Register Now                 Partner Now

Thank You to Our Event Partner: 

  

8:15am Breakfast Keynote  

"Planned Giving Comedy Hour:  Painful Career Lessons Learned from 20 Years in the Gift Planning Trenches"


 

 Bryan Clontz, CFP(R), CLU, ChFC, CAP(R),  AEP(R)

 Founder and President

 Charitable Solutions, LLC

 



This comedic jaunt through the always funny topics of death and taxes is designed to help us laugh at our strange profession, generally, and at Bryan's wince-inducing personal stories more specifically.


Thank You to Our Breakfast Partner:




12:45pm Lunch Keynote

"Words That Work in Major and Planned Gifts Fundraising:  Statistical Analysis of the Words and Phrases that Encourage Planned Giving."

 

 Russell James, J.D. Ph.D., CFP(R)

 Professor, Department of Personal   Financial Planning

 Texas Tech University


This presentation shares results from the series of surveys uncovering the words and phrases that work best to encourage interest in planned giving.  Learn practical, scientifically-based approaches that will increase your effectiveness in communication about planned giving.

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Thank you to Our Breakout Partners:

   

  Board of Directors



Track I:  Take Flight
 9:30am-10:45am Andy Ragone
 Integrated Marketing 
 Crescendo Interactive, Inc.
 "Boomer Trillions"
 11:00am-
 12:15pm
 J. Scott Rhodes
 General Counsel
 Jennings Strouss
 "Ethics and Planned G with Elderly"
 2:00pm-
 3:15pm
 Andy Ragone
 Integrated Marketing
 Crescendo Interactive, Inc.
 "Blended Gifts"


Thank you to our Program Partners:

  

         

Breakout Sessions:
Track II:  On Board
 9:30am-
 10:45am
 Russell James
 Professor
 Texas Tech University
 "The Hidden Code of End-of-Life Decisions"
11:00am-12:15pm Russell Goldstein
 Institutional Client Advisor
 U.S. Trust, Bank of America
 "Get Your Board on Board with Planned Giving"
2:00pm-
3:15pm
 Russell James
 Professor
 Texas Tech University
 "Top Ten Legacy Fundraising Strategies from Scientific Research"

Thank you to our Partners:

 

 



Track III:  Soaring High
 9:30am-
10:45am
 Stephanie Bivens
 Attorney
 Bivens & Associates, P.L.L.C.
 "Special Needs Trusts"
 11:00am-
 12:15pm
 Bryan Clontz
 Founder and President
 Charitable Solutions, LLC
 "Top 10 Trends Every Advisor Should Know in 2018"
 2:00pm-
 3:15pm
 Bryan Clontz
 Founder and President
 Charitable Solutions, LLC
 "Creative Planning with Non-Cash Assets"


Excellent Partner Opportunities Still Available!

Partner Now

Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900

Address

PO Box 4130  Scottsdale, AZ 85261

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